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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Barden Capital Management
Austin,
Texas
| US$9094萬 | -US$1371萬 | -13% | 8.08% | 80.1% | 73 | 12.33% | 1.2 |
|
| 6502 |
6502
Capital Impact Advisors
Boston,
Massachusetts
| US$9090萬 | +US$939萬 | +12% | 11.8% | – | 179 | 3.91% | 1.5 |
|
| 6503 |
6503
Avant Capital
Lafayette,
Louisiana
| US$9060萬 | +US$409萬 | +5% | 4.9% | – | 60 | 11.67% | 1.3 |
|
| 6504 |
6504
Basso Capital Management
Stamford,
Connecticut
| US$9039萬 | -US$1304萬 | -13% | 6.49% | 85.5% | 121 | 61.16% | 0.3 |
|
| 6505 |
6505
Providence Wealth Advisors
Frankfort,
Illinois
| US$9037萬 | -US$4504萬 | -33% | 8.28% | 112% | 98 | 32.65% | 3.9 |
|
| 6506 |
6506
JLP Asset Management
New York
| US$9036萬 | -US$5971萬 | -40% | 1.07% | 16.1% | 21 | 4.76% | 2.3 |
|
| 6507 |
6507
Redwood Wealth Management Group
Medford,
New Jersey
| US$9018萬 | +US$197萬 | +2% | 7.5% | 74.1% | 165 | 13.33% | 0.5 |
|
| 6508 |
6508
Pin Oak Investment Advisors
Houston,
Texas
| US$9018萬 | +US$934萬 | +12% | 4.98% | 62.7% | 493 | 16.02% | 3.1 |
|
| 6509 |
6509
RiverVest Venture Management
St. Louis,
Missouri
| US$9015萬 | +US$372萬 | +4% | 3.91% | 16.5% | 6 | 0% | 2.3 |
|
| 6510 |
6510
Guerra Pan Advisors
Montclair,
New Jersey
| US$9006萬 | +US$1034萬 | +13% | 10% | 135% | 99 | 6.06% | 1.3 |
|
| 6511 |
6511
Cohanzick Management
Pleasantville,
New York
| US$9002萬 | -US$3592萬 | -29% | 2.93% | 1.18% | 115 | 61.74% | 0.7 |
|
| 6512 |
6512
Upper Left Wealth Management
Tampa,
Florida
| US$8996萬 | +US$190萬 | +2% | 0.44% | 52.7% | 56 | 5.36% | 1.2 |
|
| 6513 |
6513
Divco West Real Estate Services
San Francisco,
California
| US$8986萬 | -US$340萬 | -4% | 1.88% | 22.3% | 6 | 0% | 0.5 |
|
| 6514 |
AM
6514
Anqa Management
Sag Harbor,
New York
| US$8972萬 | +US$1820萬 | +25% | 1.21% | 171% | 16 | 31.25% | 1 |
|
| 6515 |
6515
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| US$8963萬 | -US$476萬 | -5% | 9.08% | – | 106 | 14.15% | 4.6 |
|
| 6516 |
6516
Zoom Communications
San Jose,
California
| US$8952萬 | -US$8968萬 | -50% | 16.4% | 10.7% | 3 | 33.33% | 1.3 |
|
| 6517 |
6517
LifePlan Investment Advisors
Raleigh,
North Carolina
| US$8946萬 | – | – | 2.78% | 60.9% | 52 | – | 0 |
|
| 6518 |
6518
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$8945萬 | +US$65.6萬 | +0.7% | 5.97% | 82.6% | 45 | 2.22% | 6 |
|
| 6519 |
ST
6519
SAL Trading
Bala Cynwyd,
Pennsylvania
| US$8940萬 | -US$1.03億 | -54% | 14.8% | 18.9% | 55 | 63.64% | 0.5 |
|
| 6520 |
6520
First Community Trust
Dubuque,
Iowa
| US$8938萬 | +US$493萬 | +6% | 7.42% | 128% | 298 | 2.68% | 1.4 |
|
| 6521 |
6521
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$8936萬 | +US$391萬 | +5% | 3.84% | 161% | 183 | 13.66% | 3.6 |
|
| 6522 |
6522
Stegent Equity Advisors
Houston,
Texas
| US$8936萬 | -US$1126萬 | -11% | 1.24% | 96.4% | 73 | 26.03% | 1 |
|
| 6523 |
6523
Wulff, Hansen & Co
San Rafael,
California
| US$8934萬 | +US$171萬 | +2% | 6.04% | 85.8% | 88 | 9.09% | 1.3 |
|
| 6524 |
6524
Pitti Group Wealth Management
Victor,
New York
| US$8933萬 | -US$25.7萬 | -0.3% | 7.65% | 65.3% | 71 | 15.49% | 1.2 |
|
| 6525 |
6525
Highlander Partners
Dallas,
Texas
| US$8896萬 | +US$1505萬 | +20% | 14.2% | 241% | 26 | 11.54% | 1.1 |
|